Are you aware that not all retirement accounts are created equal? It's crucial to understand the purpose and advantages of each type of account to make the best choice for your future. In this episode, we'll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other examples. We’ll help you weigh the pros and cons of each and give you insights into the purposes they serve so that you can make an informed decision. Join us and discover why understanding the purpose of these accounts is essential for securing a comfortable retirement.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:1:30 - Main Topic: Retirement Savings Basics
2:10 - 401(k)s, 403(b)s, & 457 Plans
3:17 - Pros Of Traditional Accounts
5:32 - IRAs
7:22 - Simple IRAs
8:16 - HSAs & FSAs
11:35 - Annuities, CDs, & Dividend Stocks
12:35 - How Do You Choose Which Account Is Right For You?
14:42 - Mailbag: Claire Asks If She Should Push Her Retirement Date Back
Why Retirement Planning Ain’t What It Used To Be
Do You Concur? Picking Sides In Important Financial Debates
The Potential Forgiveness Of Student Loans Being Proposed
The New Assessment Of The Costs Of Healthcare In Retirement
Life Insurance & Retirement Statistics
Financial Terms & Housing Questions In Retirement
Understanding Financial Jargon: Advisor Designations & Definitions
When Guessing At Retirement’s Most Important Questions Goes Wrong
What They’re Saying: What Is The Most Important Part Of Retirement Planning?
Who Even Needs A Financial Advisor?
What They’re Saying: 2022 Economic Predictions
Retirement Potpourri: Fill In The Blank
22 Resolutions for 2022, Part 2
22 Resolutions for 2022, Part 1
Quit Cutting Corners In Financial Planning
Retirement Jigsaw Puzzle
Financial Temptations
Income Planning Essentials
How Age & Wisdom Play Into Financial Planning
Summer Break & Inflation
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